The Cabot Emerging Markets Timer continues to flash its green light, telling us that the trend in emerging markets stocks is still up. And since our stocks are performing well as a group, that’s easy to believe. With August on the horizon, we are anticipating a possible slowdown in market activity, but the month will also bring second-quarter results from eight of our holdings, so there will be no lack of interesting news. We have a Latin American e-commerce stock for your consideration, although we’ll hold off on buying until the company’s earnings report comes out.
